TWM

Tanglewood Wealth Management Portfolio holdings

AUM $1.01B
1-Year Est. Return 16.51%
This Quarter Est. Return
1 Year Est. Return
+16.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$122M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1 +$14.9M
2 +$5.81M
3 +$812K

Top Sells

1 +$6.12M
2 +$2.8M
3 +$13.3K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$40.9M 33.5%
806,903
+292,933
2
$27M 22.11%
244,142
-120
3
$20.5M 16.81%
176,855
-52,697
4
$20M 16.38%
310,102
-43,312
5
$7.88M 6.45%
65,648
+6,766
6
$5.81M 4.76%
+248,799